Business Analyst

The Worksphere • Full-time • Huntington Beach, California, United States • $65k - $85k / year • 1d ago

About Client:

This company is a coaching and consulting firm focused on helping blue-collar service business owners—particularly in the HVAC/R industry—scale their operations sustainably and profitably. They offer live trainings, personalized coaching programs, and strategic advisory services that cover business systems, leadership development, sales strategies, and operational efficiency. Their approach emphasizes accountability, mindset growth, and long-term success, aiming to help clients grow revenue while achieving both personal and professional fulfillment.

Job Summary:

We are seeking a highly analytical and detail-oriented Business Analyst to play a pivotal role in monitoring and optimizing the financial health and business performance of a diverse portfolio of 80–100 management consulting and executive coaching clients. This role combines financial analysis, business intelligence, and strategic insights to support client growth, operational efficiency, and informed decision-making. The ideal candidate will have expertise in business intelligence platforms, financial modeling, and KPI tracking, and will collaborate closely with internal consulting and coaching teams to deliver actionable recommendations that drive measurable results.

What we offer:

Competitive base salary: $65k - $85k
Performance Based Bonuses
Full medical benefits: Health, Dental, and Vision
401(k) plan to support long-term financial goals
2 weeks of paid time off (PTO) + paid holidays
Small, collaborative team where your ideas and impact are valued
Full training on our proprietary coaching model
Professional development assistance for continued learning and growth
Performance-based rewards and recognition
Clear path for career advancement in a fast-growing company

Essential Duties & Responsibilities

Monitor financial health metrics for a portfolio of 80–100 client companies using business intelligence platforms
Analyze profit & loss statements, balance sheets, and cash flow reports to identify trends and improvement opportunities
Track and interpret KPIs, including revenue growth, margins, cash flow, and operational efficiency
Maintain and optimize automated data integrations from client accounting systems
Create standardized dashboards and performance reports for internal teams and clients
Develop alerts and reporting systems to flag clients needing immediate attention
Collaborate with consulting and coaching teams to support client success and growth opportunities
Conduct benchmarking and comparative analysis against industry standards
Provide strategic insights to inform consulting methodologies and business development efforts
Continuously improve data collection, analysis, and reporting processes for accuracy and efficiency

Qualifications

Bachelor’s degree in Business, Finance, Economics, Accounting, or related field
2–4 years of experience in business or financial analysis, management consulting, or a related role
Proficiency with business intelligence tools such as Fathom, Power BI, or Tableau
Experience with accounting software integrations (QuickBooks, Xero, Sage, etc.)
Advanced Microsoft Excel skills, including financial modeling and data analysis
Strong understanding of financial statements and key business metrics
Familiarity with API integrations and automated data workflows
Excellent written and verbal communication skills for presenting complex data clearly
Strong analytical, problem-solving, and organizational skills with attention to detail
Ability to manage multiple client accounts, prioritize effectively, and meet tight deadlines

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits: